See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,475 | $93,024-75.8% | $77,024-70.8% | $134,475-83.3% |
| Participation rate | 30.0% | 74.5%-44.5pp | 67.9%-37.9pp | 81.2%-51.2pp |
| Annual return | -13.41% | 62.60%-76.0pp | 42.32%-55.7pp | 417.96%-431.4pp |
| Employer contribution / active EE | $337 | $3,418-90.1% | $2,812-88.0% | $4,740-92.9% |
| Participant deferral / active EE | $636 | $5,238-87.9% | $4,426-85.6% | $6,400-90.1% |
| Admin fee / account holder | $114 | $6,944-98.4% | $5,425-97.9% | $11,426-99.0% |